Property Portfolio Advisor

Job description

About Ramsey Property Wealth Ramsey Property Wealth is Australia's premium property investment advisory firm. We help sophisticated clients build, manage, and optimise property portfolios designed for long-term wealth creation through a structured advisory methodology — the Ramsey Advantage® Proven Process. We operate from Brisbane with offices opening in Sydney and Melbourne. We are a values-driven, high-performance business — not a sales floor. About the role: The Portfolio Advisor is the primary client-facing advisory seat at Ramsey. You own the end-to-end client relationship from Discovery Session through Strategy Conversion, Portfolio Plan delivery, Statement of Advice presentation, Client Investment Reviews. You are the architect of the client's wealth creation journey — translating market opportunity into a personalised strategy each client can execute with confidence. This is a consultative advisory role, not a sales role or a buyers agent role. All leads are supplied by our Concierge team — you are not cold prospecting. The performance metric is conversion through trust and strategic clarity, not pressure or volume. What you will do: - Deliver 30–45 minute Discovery Sessio...